David is honored to speak to the members of the Professional Advisors Committee of the Community Foundation for Northeast Georgia.
The following is the Foundation’s announcement:
Our next PAC meeting is going to be very special and one you won’t want to miss. In fact, it is so special we have decided to meet over lunch on
Thursday, October 1st starting at 11:30 at The 1818 Club. This meeting will replace the meeting previously scheduled for September 24th.
What makes it special? We are going to be joined by David Baker, the Principal of Giving Design, to share with us how working with a community foundation is good for both your clients and you as their advisor. David is a licensed attorney specializing in advising individuals and families on the options for their charitable giving. In addition, David served as a Planned Giving Officer at the Columbus Community Foundation in Ohio, the seventh largest community foundation in the United States. So long story short, he walks in your shoes every day as a professional advisor but also uniquely understands how a community foundation can be a benefit to his client’s needs.
Thanks so much for what you do for our Community Foundation. Our hope is this time with David Baker will increase your knowledge about how best to engage your clients with the work we do to improve the community around us. So RSVP today to Karyl Kaye, kmiller@cfneg.org, to reserve your spot for our next PAC meeting on October 1st at 11:30!!!
